Financial Sales Advisor

**Key Responsibilities**: Job Title: Financial Advisor **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Financial Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and approach...

**Key Responsibilities**: Job Title: Financial Advisor / Analyst **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Financial Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and...

We are an international BPO company based in Kanpur, and we are seeking a Financial Sales Advisor to join our team. As a Financial Sales Advisor, you will be responsible for outbound sales of financial products to customers. **Responsibilities**: - Conduct outbound sales calls to potential customers - Educate customers about financial products and...

This is a **Full-Time** and **Part-Time** hybrid role for a **(Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow.** The **Sales Advisor (Financial Advisor)** will be **Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.** This Role allows for...

This is a **Full-Time** and **Part-Time** hybrid role for a **(Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow.** The **Sales Advisor (Financial Advisor)** will be **Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.** This Role allows for...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

1-Selling of financial sales ( Insurance,Mutual Fund, Loan etc.) 2-Achive monthly Target 3-Excellent **Communication** Skills. **4-**It’s a **6 days working company**. 5. 6 months Ex 6. must have experience in field sales - Bhopal ,patna, Kolkata, dhanbad ,Chennai ,Varanasi ,Banaras **Salary**: ₹300,000.00 - ₹600,000.00 per year **Benefits**: -...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

This is a **Full-Time** and **Part-Time** hybrid role for a **(Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow.** The **Sales Advisor (Financial Advisor)** will be **Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.** This Role allows for...

We are seeking a dedicated and empathetic UK Shift International Financial Advisor to join our team and provide exceptional customer service in the fields of **Individual Voluntary Arrangements (IVA) and Debt Management**. As a International Financial Advisor you will play a vital role in assisting individuals facing financial challenges and providing them...

We are Hiring Financial Services Advisor Role retailers model daily meeting retailers,new onb retailers and take areas responsibility. Complete monthly task with retailers **Job Types**: Full-time, Permanent Pay: ₹16,000.00 - ₹35,363.81 per month **Benefits**: - Health insurance - Life insurance - Provident Fund Schedule: - Day shift - Weekend...

**Location** -- Delhi NCR, Noida sector 99, kaushambi, ghaziabad **Roles and responsibilities of Financial Advisor / Dealer** 1) Acquiring and servicing customers for equity & derivative broking. 2) Responsible for revenue generation in terms of brokerage from existing and new clients by offering the products. 3) According to client portfolio advice them...

**Job Title: - **Debt Counselling /Financial Advisor Experience: - 1-2 yr Location: - Noida Budget: - 2.4 LPA Skills: - Credit Sales, Tele sales, Core tele sales and Sales (Finacnce Background) **Requirements**:- Good communicationWell-versed with social media apps (WhatsApp, Facebook, Instagram, Telegram etc)Experience doing research using...

**Key Responsibilities**: Job Title: Financial Advisor / Analyst **Company**: Equisense Research (SEBI Registered) **Role Overview**: As a Financial Advisor at Equisense Research, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and...

Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. - Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. - Answering client questions about...

Designation: - Financial advisor - Job Code: - No. of Openings: - Job Qualification: - Any Graduate/Post Graduate - Job Experience: - Job Location: - Agra - Job Type: - Full time - CTC: - Job Description: - Advise client about trading - Handling clients via providing recommendations and trading related services. - Handling and meeting clients and...

This is a full-time or part time hybrid role for a Field sales Advisor at **Aditya Birla Sun Life Insurance** in Lucknow. The **Field sales Advisor will be responsible for financial planning, retirement planning, providing financial advice, and managing investments**. The role allows for flexibility with some remote work. Personal financial advisors assess...

Make calls on prime data and generate leads for Relationship Manager.Online new acquisition of Demat / Trading A/C and generate revenue. Re-Activation.Responsible for all telemarketing initiatives for the New sales -Equity, Demat MF & Insurance for enhancement sales business.Service and generate leads & follow-ups with customers.Explaining customers about...

Job Profile - Financial advisor (Sales)/ Work from Office - Package - 2.40 LPA to 4.20 LPA (In-hand) + Excellent Incentives - (Note: Salary will be offered as per the interview) **Roles and Responsibilities** - Client acquisition and grievance Handling. - Explain Trading Strategies, Company Terms, and Market Risk to the Clients. - Generate prospects on a...

Adviser assesses clients' financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. A financial advisor's job is to understand a client's financial goals and then assist in creating strategies to achieve them **Job Types**: Full-time, Fresher Pay: ₹240,000.00 - ₹360,000.00 per...